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An orchestra of protection

Our Critical Illness cover has more than one string to its bow

Life and Critical Illness

Suitability letter builder

This is the suitability builder for Critical illness. For other cover, please go to the Life Protection or Income Protection suitability builder.

We've designed our paragraphs as ‘base text’, which you can develop to suit your client’s individual circumstances. You can cut and paste each section into your own letter or email template. If you choose to use any of the text, you are responsible for ensuring that your regulatory requirements are met.

Create a suitability letter

 

About our suitability letter builder

A good suitability letter is:

  • your opportunity to justify and reinforce the reasons for your advice and recommendations
  • an excellent opportunity to document un-met and future needs. And the importance of on-going review discussions
  • your record of the discussions held and the recommendations made / not made and why.

The letter should be clear, fair and not misleading. It should be personal, explain the reasons why a recommendation has been made, and how it meets the customer's’ needs and objectives. It should also highlight any risks involved.

LV= has taken care to ensure the accuracy of the information at the time of issue but does not accept liability resulting from your use of it.

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Flexible Protection Plan

Take a look at the other protection products we offer with our Flexible Protection Plan.

View our Flexible Protection Plan

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Business Protection

Whether you’re new or experienced, our Business Protection products, tools & calculators will support you.

More about Business Protection

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Children's cover

No one ever wants to imagine their child becoming critically ill. But sadly, it does happen

More about our children's cover

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Large Case Team

If your client's Life Protection benefit is £1m or more, we can offer dedicated support.

More about our Large Case Team

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FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK